EPISODE · Jan 27, 2026 · 5 MIN
2026: Geopolitics as an Operating Variable
from Plocamium Global Insights · host James Tannahill
Geopolitics isn’t a headline risk anymore. It’s an operating variable. As we move through 2025–2026, U.S. healthcare and industrial companies are being shaped less by demand cycles and more by capital constraints, supply-chain exposure, and policy-driven investment. What’s changed is not volatility—it’s the definition of strategy.
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